Donor-Advised Fund Case Study

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  • A philanthropist wanted to donate 88 acres of private property to benefit the Williamson Free School of Mechanical Trades (pictured).

  • The donor also wanted to protect his donated land from future real estate development.

  • He gifted it into an NPT donor-advised fund account and we sold the property to a municipality that preserved it for public use.

  • NPT worked with the Williamson School to develop a matching grant program agreement that would help it attract new donors.

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  • A global hotel corporation wanted to reward their best facilities by allowing them to make grants to their local communities.

  • Instead of creating a corporate foundation, they established a donor-advised fund at NPT.

  • From this donor-advised fund, hotels recommend grants that provide disaster relief and fulfill a variety of local needs.

    Photo: Haiti Earthquake Relief  | Miguel Samper for Mercy Corps

  • NPT handles all of the management, due diligence, compliance and reporting that international grantmaking requires.

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  • A donor wanted to consolidate over $50 million in donor-advised fund assets from three other charities.

  • A large portion of the assets were in alternative investments and the donor hoped to retain his investment approach.

  • After NPT's independent experts performed rigorous due diligence on the proposed assets...

  • ...we accepted the investments and created a single donor-advised fund account.

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  • Upon his death, a donor wanted to gift the bulk of his assets to a donor-advised fund that allowed his wife and children to be advisors.

  • The donor was worried that his family's diverse interests and locations would make shared advising of the fund too complicated.

  • To alleviate his concerns, we worked with the family's lawyer and helped the donor customize an advisor succession plan.

  • In the final plan, family members serve one-year rotations as the fund's advisor and may grant out an equal percentage of the assets.

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